Consultant Questionnaire
Consultant Name: / Last updated:
Current Salary including benefits:
Minimum Salary & benefits:
Availability to start:
Why would you like to work with Cloud9:
1Questionnaire Purpose
1.1Questionnaire Objectives
This questionnaire is intended to gain a deeper insight into consultant’s experience, preferences and approach to delivering CRM Projects. Cloud9 work with both permanent as well as AssoicateConsultants. This questionnaire is intended for permanent consultant applications.
Cloud9 primarily offer services for clients in deploying Dynamics 365, as well as complimentary services such as training and ADX Studio and Office 365 Deployment. Our customers value our advice on best practice as well technical expertise. Please note that this document will not be shared with clients directly or any third party, but the information may be used to help sell your strengths and assess suitability to work on any Cloud9 project.
1.2Working with Cloud9 Insight
To provide the best experience for our clients and also to ensure your success with projects we provide the following:
Fun and Customer focused
Cloud9 are a fun team that are passionate about making customers happy and successful with their deployments with CRM. We are driven to learn and continuously improve the services we offer. Our values include being transparent with customers to give them best advice, even if this means less profit for Cloud9 as what makes our clients successful in the long term will make us successful too. We plan quarterly days in the office for learning and sharing for consultants and the wider team with dinner and drinks out to ensure there is a fun aspect to really getting to know your peers. Cloud9 have recently moved to bright, spacious modern air-conditioned new offices with great views of Preston Park and the Downs. This includes training suites that can be used for delivering client workshops, training and general get togethers.
Training & Competencies
Cloud9 will provide you with access to Microsoft Training Materials (DLP) and up to date Product News and events. This portal will enable you to keep up todate with your certifications to gain new Microsoft business competencies.
2Working Preferences
This section provides more details on your working preferences.
Please tick all that apply
Interested in
Support / Projects / Undertaking project end to end / Remote TrainingOn-site Training / Facilitating Requirements Workshop & Write up & estimation / Data Migration / Integrationusing Scribe or other (please specify)
Pre-Sales focused on Project Planning / Demo for Pre-sales / Demo for Pre-sales via WebEx / Bid Response
Location
What is your home address and nearest train station and airport? (please advise in comments if you do not have access to a car and hold a full driving licence)
For client projects, what is your preference for geographical location?
No Limitation for travel / Remote Only / Preferences for locations/counties/cities - please specify:Which languages do you speak fluently? ______
Please provide details of your relevant Microsoft qualifications:
3CRM Skills
Please indicate on a Scale 0-5your expertise in the following areas (5 expert – 0 none):
Marketing Click Dimensions Capability / Service Capability of CRM / Sales Capability of CRM / Integration using ScribeFacilitating Requirements gathering workshops / User CRM Training / Technical CRM Training / Problem solving for support
Project Management / Process Definition / CRM Strategy & Vision setting / Pre-sales
Data Migration / Portals using ADX / Reporting & BI / Estimating effort
Financials / Operations (ERP) / Project Service / Field Service
Please specify any CRM add-ons you have worked with
If you have an interest in delivering public training courses, what topics would you enjoy teaching (this can be outside CRM as well as CRM related)
Please specify any other relevant skills you feel would make you a great consultant
Years experienced in Deploying Microsoft CRM
Years experienced in Deploying CRM Projects (using any technology)
4Industry & Project Experience
This section outlines any specific industry preferences and expertise you may have for the sectors you prefer to work with. This industry expertise is often sought after by clients for support in adopting best practice in their industry. We use this when positioning your experience and targeting clients.
Please list below industry experience you have and indicate low, medium or high degree of understanding of processes for sales, marketing and service in that sector. Please also include a summary of your experience in that sector which should be 2-3 sentences.If possible name any clients you have worked with in that sector. Please provide details of your role on the project and approximate year of experience.
Industry(client name)- Functional Area eg Sales – High (depth of industry experience)
Summary of project or industry experience.
Role on project – Approximate year of project
5Other
Please summarise what your advice to clients would be on ensuring success of their project:
Give one or more examples of a perfect project that meets your personal goals and motivations:
How would past clients you have worked with describe the contribution you have made to the success of their projects?
What are the great strengths would hope to bring to Cloud9 and their clients
We consider we are great at creating high performance teams. What weaknesses do you have that Cloud9 should consider budding you up with to minimise and support you. (eg Presenting)
Feel free to include any other helpful information on your experiences or preferences we should use or take into account when positioning you for projects with Cloud9 clients:
Please provide details of 2 projects you have recently worked on that we could contact for references
Please provide contact details in case of Emergency
What is your notice period to commence working with Cloud9
Any other supporting information relevant to your application you may wish to provide
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